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Marshall Financial Group (Pennsylvania)’s Lincoln Electric LECO Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,000
Closed -$247K – 55
2022
Q2 		$247K Hold
2,000
– – 0.11% 49
2022
Q1 		$276K Hold
2,000
– – 0.11% 48
2021
Q4 		$279K Hold
2,000
– – 0.11% 50
2021
Q3 		$258K Buy
+2,000
New +$272K 0.11% 53

Other funds holding LECO

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s LECO Position: Q3 2022 in Review

Marshall Financial Group (Pennsylvania) sold out of Lincoln Electric (LECO) in Q3 2022, closing a stake of 2,000 shares — an estimated $247K sold.

Marshall Financial Group (Pennsylvania) first reported a position in LECO in Q3 2021 and held it in 4 quarters. The position peaked at $279K in Q4 2021. 408 funds tracked by Wall St. Rank hold LECO as of Q3 2022.

  • Marshall Financial Group (Pennsylvania) reported no remaining Lincoln Electric position as of Q3 2022 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 2,000 Lincoln Electric shares in Q3 2022, an estimated $247K.
  • Marshall Financial Group (Pennsylvania) first reported a position in Lincoln Electric in Q3 2021 and held it in 4 quarters.
  • Marshall Financial Group (Pennsylvania)'s Lincoln Electric position peaked at $279K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2022.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2022, filed 14 Nov 2022.